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Segment Wealth Management, LLC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Segment Wealth Management, LLC on ADP, newest first. How the timeline and the estimate are built.

Segment Wealth Management, LLC held 61,292 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,292 shares
    Change vs previous 13F +991 shares

    0.71% of the 13F portfolio, value $13,726,299.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,301 shares
    Change vs previous 13F +1,427 shares

    0.72% of the 13F portfolio, value $12,251,917.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,874 shares
    Change vs previous 13F +524 shares

    0.88% of the 13F portfolio, value $15,144,266.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 58,350 shares
    Change vs previous 13F +335 shares

    1.03% of the 13F portfolio, value $17,125,821.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,015 shares
    Change vs previous 13F -1,217 shares

    1.14% of the 13F portfolio, value $17,891,920.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,232 shares
    Change vs previous 13F +869 shares

    1.22% of the 13F portfolio, value $18,097,236.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,363 shares
    Change vs previous 13F -43 shares

    1.16% of the 13F portfolio, value $17,084,659.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,406 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $16,162,742.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).